Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $152,202 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 · EIN 47-1534832 | Advisory (Plan) | $76,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,675 | $93,773-76.9% | $125,391-82.7% | $78,104-72.2% |
| Participation rate | 41.3% | 75.6%-34.2pp | 82.4%-41.0pp | 74.5%-33.2pp |
| Annual return | 20.11% | 277.78%-257.7pp | 572.41%-552.3pp | 10.90%+9.2pp |
| Employer contribution / active EE | $906 | $3,678-75.4% | $4,816-81.2% | $3,128-71.0% |
| Participant deferral / active EE | $2,088 | $6,971-70.0% | $7,448-72.0% | $5,089-59.0% |
| Admin fee / account holder | $58 | $67-12.9% | $10,009-99.4% | $79-26.1% |